Overall Rating Silver
Overall Score 61.40
Liaison Jennifer Bodine
Submission Date April 25, 2022

STARS v2.2

Weber State University
PA-9: Committee on Investor Responsibility

Status Score Responsible Party
Complete 2.00 / 2.00 Jennifer Bodine
Sustainability Specialist
Facilities Management
"---" indicates that no data was submitted for this field

Does the institution have a formally established and active committee on investor responsibility (CIR) or equivalent body?:

The charter or mission statement of the CIR or other body which reflects social and environmental concerns or a brief description of how the CIR is tasked to address social and environmental concerns:

Weber State University's CIR was recently created and does not currently have a charter. The CIR addresses the importance of sustainability and social responsibility on a regular basis. Discussions related to ESG strategy and investment policy are being reviewed by the committee. The investment committee continues to engage experts at Commonfund in discussions on opportunity and performance of ESG funds available. In March of 2021, the University investment committee approved a new commitment to Commonfund Capital Environmental Sustainability Partners, in an amount of $2.25 million.

Does the CIR include academic staff representation?:

Does the CIR include non-academic staff representation?:

Does the CIR include student representation?:

Members of the CIR, including affiliations and role:

- Anita Preece, Administrative Associate
- Arnie Combe - Community member and advisor
- Bryce Barker - Director of Internal Audit
- Brent Bishop - Community member and advisor
- Betsy Mennell - Vice President of University Advancement
- Brad Mortensen - WSU President and faculty
- Norm Tarbox - Vice President for Administrative Services
- Wendell Rich - Financial Reporting and Investment Director and student
- Karla Bergeson - Board of Trustees member
- Rex Baxter - Community member
- Steve Nabor - WSU CFO and Senior Associate Vice President for Financial Services
- Commonfund representatives

Examples of CIR actions during the previous three years:

As discussed above, WSU's CIR was formed just this year and is currently in the process of developing a mission statement and ESG investment goals. The committee has started to meet quarterly.

Website URL where information about the institution’s committee on investor responsibility is available:

Additional documentation to support the submission:

The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.